GLLW
BR icon

Graves Light Lenhart Wealth’s Broadridge BR Stock Holding History

Graves Light Lenhart Wealth’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-515
Closed -$73K – 221
2022
Q2 		$73K Hold
515
– – 0.01% 265
2022
Q1 		$80K Hold
515
– – 0.01% 297
2021
Q4 		$94K Buy
515
+373
+263% +$65.6K 0.01% 311
2021
Q3 		$24K Hold
142
– – ﹤0.01% 470
2021
Q2 		$23K Hold
142
– – ﹤0.01% 479
2021
Q1 		$22K Hold
142
– – ﹤0.01% 485
2020
Q4 		$22K Buy
+142
New +$20.6K ﹤0.01% 466

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Graves Light Lenhart Wealth's BR Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Broadridge (BR) in Q3 2022, closing a stake of 515 shares — an estimated $73K sold.

Graves Light Lenhart Wealth first reported a position in BR in Q4 2020 and held it in 7 quarters. The position peaked at $94K in Q4 2021. 790 funds tracked by Wall St. Rank hold BR as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Broadridge position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 515 Broadridge shares in Q3 2022, an estimated $73K.
  • Graves Light Lenhart Wealth first reported a position in Broadridge in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Broadridge position peaked at $94K in Q4 2021.
  • 790 funds tracked by Wall St. Rank held Broadridge as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.